Lighthouse Wealth Management is an independent, fee-only investment advisory firm. We partner with you to help you navigate all the financial challenges of life. We can answer your financial questions, help with tax planning and preparation, and guide you with your investments to help you reach your goals. To learn more about the benefits of working with an independent advisor.
Services
Many of our clients turn to us for financial guidance when they are undergoing a significant life-changing event such as a job change, retirement, or a death in the family. We work with individuals with a minimum of $250,000 in investable assets who are seeking guidance in all financial areas of their lives.
Here are the key differences between us and a lot of other financial professionals out there. This is perhaps the most important differentiator. As a Registered Investment Advisor, Lighthouse Wealth Management operates under the "fiduciary standard, " meaning we must put your interests before our own.
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